Rhys Williams
Financial Planning Consultant DipPFS in Swansea
A little bit about Rhys
I am a dedicated Financial Planning Consultant with a BSc in Mathematics, and Diploma in regulated Financial Planning, ensuring a strong analytical foundation for the personalised financial strategies I provide. With a deep commitment to placing my clients' needs at the core of my practice, I specialise in wealth management, retirement planning, investments, and financial protection, helping individuals and businesses achieve their financial goals with precision and care.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
Services
General Insurance
Home contents insurance, buildings insurance.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Location
Rhys's location
Felindre
Swansea
Wales
United Kingdom
Rhys works with clients both locally and across the UK, whether that be in person or remotely, with meetings held via ‘Teams’ or ‘Zoom’.
More about me
Outside of my professional work, I lead an active lifestyle as a passionate triathlete, constantly pushing my limits and embracing challenges both in my career and personal life. As a proud Welsh speaker, I stay deeply connected to my heritage and take great pride in my cultural roots. I also channel my love for Wales into breeding Welsh ponies, combining my affinity for tradition with my dedication to excellence.
Driven by a desire to empower others, I am committed to providing comprehensive financial guidance that not only meets but exceeds expectations. Whether it’s through my professional consulting or personal passions, I am always focused on achieving the best possible outcomes.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.